Financial Planning in 10 Minutes or Less with goalgamiPro

Origami is the Japanese traditional art of paper folding and is made up of two smaller words; “ori”, meaning to fold and “gami” meaning paper.

goalgamiPro (which starts with a lowercase ‘g’) is not an ancient art form, but the name of a software product developed by Advisor Software Inc. (ASI).  It is designed to be a “lite” financial planning tool that enables advisors to create financial plans in as little as ten minutes.

I recently spoke with Neal Ringquist, President and COO of Advisor Software Inc. about their software and how ASI is planning on revolutionizing the financial planning process.

While origami began sometime in the 6th century C.E., goalgamiPro has a more recent origin.  It was launched 12 months ago and was designed to fill the gap between calculators and widgets on the low end and comprehensive planning software on the high end.  goalgamiPro is a quick planning solution and already has around 500 users. It produces modular, single page reports that have questions as the title, such as “What is my plan” and “How do I pay for retirement?” And take just ten minutes to produce. Continue reading

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